Quarterly Earnings

AppLovin Q2 2025 earnings: ad revenue up 77%, general self-serve in 2026

AppLovin reported its Q2 2025 earnings yesterday: Advertising (formerly, Software Platform) revenue grew by 77% to $1.26BN. AppLovin's divestiture of its games…

Meta Q2 2025 earnings: 21% ad revenue growth, AI infrastructure improvements

Meta released its Q2 2025 earnings results yesterday: Advertising revenue increased by 21.5% on a year-over-year basis, to $46.6BN; Impressions served across the…

AppLovin Q1 2025 earnings: 71% advertising revenue growth, generative AI for ad creative

AppLovin reported its Q1 2025 earnings last week: Total revenue grew by 40% year-over-year to $1.5BN; Advertising (formerly, Software Platform)…

Meta Q1 2025 earnings: tariff resiliency, auction dynamics at the fore

Meta released its Q1 2025 earnings results on Wednesday: Advertising revenue increased by 16.2% on a year-over-year basis, to $41.4BN; Impressions served across…

Snap Q1 2025 earnings: early signs of tariff-related headwinds

Snap released its Q1 2025 earnings results yesterday: Revenue of $1.363BN grew by 14% year-over-year, with advertising revenue of $1.210BN having grown by…

Netflix Q1 2025 earnings: revenue beat, ad tech available in the US

Netflix reported its Q1 2025 earnings results on Thursday: $10.5BN in revenue (up 13%, year-over-year); Operating profit of $3.3BN for an operating…

AppLovin Q4 2024 earnings: 73% ad business growth, CTV ambitions

AppLovin released its Q4 2024 earnings yesterday: Revenue grew by 44% year-over-year to $1.4BN; Software Platform (advertising business) revenue grew by 73%…

February 13, 2025

Pinterest Q4 earnings: 18% revenue growth, strong Q1 guidance

Pinterest released its Q4 2024 earnings results this week: Revenue increased by 18% year-over-year, to $1.15BN; Global MAUs increased by 11% year-over-year, to 553MM;…

February 7, 2025

Snap Q4 2024 earnings: new placements, app advertising solutions bearing fruit

Snap released its Q4 2024 earnings results yesterday: Revenue of $1.56BN grew by 14% year-over-year; Global ARPU of $3.44 grew by 5%. ARPU grew…

February 5, 2025

Meta Q4 2024 earnings: Meta’s commercial AI roadmap takes shape

Meta released its Q4 2024 earnings results yesterday: Advertising revenue increased by 20.9% on a year-over-year basis, to $46.8BN; Impressions served across the…

January 30, 2025